John Helms is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Sarasota Capital Strategies, Inc. He has held prior roles at Accurate Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. He is also involved in insurance sales and consultation through his ownership of John Helms Inc and Objective Insurance. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses active management of absolute-return portfolios with exchange-traded funds, no-load mutual funds, and individual equities, employing a blend of fundamental and technical analysis to manage risk and pursue upside participation.

Quenton Wattinger is a financial advisor at True Path Financial LLC in Sarasota, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Procore Technologies, and McDermott International. Wattinger has also operated as a sole proprietor and has engineering experience from LJA Engineering. True Path Financial LLC provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. The firm employs a combined fundamental and technical investment approach tailored to client objectives and offers faith-based or biblically responsible screening options.

James Mills is a CFP® professional with 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Mills is currently with Sara-Bay Financial Corp. in Sarasota, FL. Sara-Bay Financial Corp. serves individual clients, including retirement, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to create actively managed, tailored portfolios across various equity and fixed-income strategies.

Joseph Messinger is a financial advisor with Capstone Wealth Partners in Sarasota, FL, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 20 years of industry experience and has been with Capstone Wealth Partners since 2010. Messinger is also co-founder and CEO of College Aid Pro, a company providing financial aid planning software, and co-owner of Capstone College Partners, Ltd., which supports college-focused financial planning through education and consulting. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, third-party money manager access, and comprehensive financial planning. The firm combines passive, low-cost index funds and ETFs with selective active management, emphasizing college-focused services supported by proprietary planning tools and software.

Daniel Chappie is a CFP® and CFA® with 21 years of industry experience. He has been with Peninsula Asset Management Inc in Bradenton, FL since 2004. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to construct equity portfolios focused on sustained earnings and dividend growth, alongside fixed-income securities and ETFs for diversification.

Geoffrey Raymond is a CFA® charterholder with 15 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2010. The firm serves a select clientele including broker-dealers, money management firms, corporations, pension and profit-sharing plans, charitable organizations, high net worth individuals, and other individual investors. Raymond Capital Advisors employs proprietary quantitative models focused on price momentum and earnings-based rankings, offering a range of equity and blended investment strategies tailored to client needs.

Douglas Eden is a financial advisor at Eden Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Eden Capital Management since 2016. Mr. Eden serves on the Board of Directors of Hawthorn Bancshares, Inc., a publicly traded bank holding company. Eden Capital Management provides discretionary portfolio management and investment advice primarily to individuals, trusts, and retirement accounts with larger account sizes. The firm emphasizes fundamental analysis and a buy-and-hold strategy, focusing on equities with specific valuation characteristics and concentrated portfolios that are often overweight financial-services names.

Alan Myers is a financial advisor with Trails Edge Wealth Advisers, LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He also serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides investment advisory and portfolio management services to individuals, corporations, pension plans, endowments, foundations, estates, and trusts. The firm employs a small advisory team model and utilizes a range of analytical methods, often recommending third-party model managers through the GeoWealth platform to build tailored portfolios.

Diane Huntley is a CFA® charterholder with one year of industry experience. She previously worked at Bank of America for 13 years before retiring in 2024. Forza Wealth Management is a small advisory team serving individuals, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management and financial planning, using strategies that incorporate fundamental analysis, modern portfolio theory, and various investment instruments tailored to client objectives.

John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.

Susan Moseley is a financial advisor with Moseley Investment Management, Inc. in Bradenton, FL, holding a Series 63 designation and 26 years of industry experience. She has worked at Moseley Investment Management since 1990 and has one year of experience with LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm uses fundamental analysis to construct portfolios focused on long-term positions and employs strategies including derivatives and third-party managers, while offering integrated client reporting and estate planning services.

Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has eight years of industry experience, including prior roles at Sequent Financial, OSAIC Wealth, Inc./Securities America Advisory, and Ameriprise Financial Services. In addition to his advisory work, he is an agent with Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm generally operates on a non-discretionary basis, using exchange-traded funds and a combination of charting and fundamental analysis, with portfolios reviewed and adjusted as needed.

Jose Maria Bilbao Cunha Joia is a financial advisor at Walters Strategic Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James & Associates and Rudd Asset Management. Outside of his advisory role, he is a partner in a real estate investment business, E Sligh LLC. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm uses a modern portfolio theory-based, buy-and-hold investment approach with diversified, passively managed funds and fixed income strategies, supporting about 46 client relationships and approximately $68 million in assets under management.

Kenneth Hargreaves is a financial advisor at WealthGen Advisors, LLC with 18 years of industry experience and holds the Series 66 designation. He has worked at firms including American Funds/Capital Group Companies and OSAIC. WealthGen Advisors serves individual and small-business clients, including high-net-worth individuals, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes written financial plans before discretionary management, uses Schwab as custodian, and integrates multiple investment analysis methods tailored to client objectives.

Melissa Stochl is a Series 65-licensed advisor at Prince Asset Management, Inc. with four years of industry experience. She is also a managing member of Magill & Stochl CPAs, LLC and the sole member of Melissa M Stochl, CPA, LLC, both CPA firms providing tax and accounting services. Prince Asset Management is a small, advisor-led firm offering discretionary portfolio management to individual and small business clients. The firm employs fundamental analysis with a blend of long-term growth and income strategies, managing approximately $122.7 million in assets across 132 client relationships.

Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, and business entities. The firm uses proprietary quantitative EVO strategies combined with tactical asset allocation and offers market-timing signals and sub-advisory services to other advisers in addition to managing retail client portfolios.

Durraj Tase is a financial advisor at DT Investments I LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at DT Investments I LLC since 2013, following a year at Banc of America Investment Services, Inc. DT Investments I LLC provides portfolio management and investment supervisory services to a small, concentrated client base including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a variety of analytical methods and trading strategies, offers both discretionary and non-discretionary management, and accepts performance-based fee arrangements for qualified clients.

Massimo Teresi is a Series 65-licensed advisor with Integrity Wealth Management in Sarasota, FL, with two years of industry experience. Prior to joining Integrity Wealth Management, he worked at Swan Retirement Strategies and has a background that includes roles at Best Buy and Florida Gulf Coast University. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized portfolio management for individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm typically recommends exchange-traded funds and combines charting with fundamental analysis, offering primarily non-discretionary services and coordinating estate and retirement planning with outside professionals when appropriate.

Jennifer Doak is a CFP® with 13 years of experience in the financial services industry. She is currently with WealthGen Advisors, LLC and has prior experience at Fidelity Brokerage Services LLC and Charles Schwab. WealthGen Advisors serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting and education. The firm emphasizes the use of written financial plans before discretionary asset management and integrates multiple analytical approaches to tailor investment strategies to client goals.

Nicholas Duvall is a financial advisor at Prestige Advisors Inc. with a Series 65 designation and two years of industry experience. He has previously worked at Merrill Lynch and Eskew Financial Group. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, tax, and estate planning. The firm does not manage client assets but engages directly or through other advisory firms to coordinate with clients' trusted advisors and insurance carriers.